KBC
SPTM icon

Key Bridge Compliance’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Key Bridge Compliance’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.28M Buy
+24,434
New +$1.34M 0.4% 53

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Key Bridge Compliance's SPTM Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2023: 24,434 shares worth $1.28M. The stake represents 0.4% of the portfolio and ranks #53 among its holdings.

506 funds tracked by Wall St. Rank hold SPTM as of Q3 2023.

  • Key Bridge Compliance held 24,434 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.28M as of Q3 2023.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Key Bridge Compliance position in Q3 2023.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.4% of Key Bridge Compliance's portfolio in Q3 2023, its #53 holding.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.